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Concourse Financial Group Securities’s Emcor EME Stock Holding History

Concourse Financial Group Securities’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,042
Closed -$559K – 591
2024
Q4 		$559K Sell
1,042
-81
-7% -$38.3K 0.03% 453
2024
Q3 		$483K Sell
1,123
-5
-0.4% -$1.89K 0.03% 465
2024
Q2 		$412K Buy
1,128
+77
+7% +$28.4K 0.03% 495
2024
Q1 		$368K Buy
1,051
+192
+22% +$51.5K 0.02% 508
2023
Q4 		$185K Buy
859
+174
+25% +$36.5K 0.01% 676
2023
Q3 		$144K Buy
685
+38
+6% +$7.95K 0.01% 722
2023
Q2 		$120K Buy
647
+66
+11% +$11K 0.01% 814
2023
Q1 		$94.5K Buy
581
+3
+0.5% +$461 0.01% 887
2022
Q4 		$85.6K Buy
578
+446
+338% +$63.3K 0.01% 881
2022
Q3 		$15K Buy
132
+4
+3% +$457 ﹤0.01% 1377
2022
Q2 		$13K Buy
128
+36
+39% +$3.85K ﹤0.01% 1580
2022
Q1 		$10K Buy
92
+55
+149% +$6.48K ﹤0.01% 1679
2021
Q4 		$5K Buy
37
+4
+12% +$495 ﹤0.01% 2029
2021
Q3 		$4K Buy
33
+11
+50% +$1.32K ﹤0.01% 2110
2021
Q2 		$3K Buy
+22
New +$2.68K ﹤0.01% 2128
2020
Q4 		– Sell
-38
Closed -$3.05K – 2307
2020
Q3 		$3K Hold
38
– – ﹤0.01% 1933
2020
Q2 		$3K Hold
38
– – ﹤0.01% 1817
2020
Q1 		$2K Hold
38
– – ﹤0.01% 1877
2019
Q4 		$3K Buy
38
+24
+171% +$2.11K ﹤0.01% 1761
2019
Q3 		$1K Sell
14
-24
-63% -$2.04K ﹤0.01% 1640
2019
Q2 		$3K Sell
38
-16
-30% -$1.3K ﹤0.01% 1876
2019
Q1 		$3K Sell
54
-34
-39% -$2.31K ﹤0.01% 1912
2018
Q4 		$5K Buy
88
+25
+40% +$1.73K ﹤0.01% 1646
2018
Q3 		$5K Buy
+63
New +$4.86K ﹤0.01% 1387

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concourse Financial Group Securities's EME Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Emcor (EME) in Q1 2025, closing a stake of 1,042 shares — an estimated $559K sold.

Concourse Financial Group Securities first reported a position in EME in Q3 2018 and held it in 24 quarters. The position peaked at $559K in Q4 2024. 874 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,042 Emcor shares in Q1 2025, an estimated $559K.
  • Concourse Financial Group Securities first reported a position in Emcor in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's Emcor position peaked at $559K in Q4 2024.
  • 874 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.